Filed January 9, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,142 | $51,576+414.1% | $129,207+105.2% | $80,856+227.9% |
| Participation rate | 94.0% | 57.0%+37.0pp | 69.6%+24.4pp | 67.6%+26.4pp |
| Annual return | 11.86% | 20.81%-8.9pp | 9417.33%-9405.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $8,606 | $1,584+443.4% | $4,153+107.2% | $2,755+212.4% |
| Participant deferral / active EE | $5,749 | $2,669+115.4% | $4,168+38.0% | $4,296+33.8% |
| Admin fee / account holder | $14,111 | $4,305+227.8% | $7,715+82.9% | $6,918+104.0% |